In this section:
- Gift Aid: the basics
- How to reclaim tax on Gift Aid and other income
- Gift Aid declarations
- Gift Aid record keeping and audit requirements
- Providing benefits in return for donations: rules and limits
- Gift Aid rules in specific situations
- Gift Aid for Community Amateur Sports Clubs
- How to run an effective Gift Aid scheme
How to run an effective Gift Aid scheme
HMRC Charities has produced a 'Gift Aid Toolkit' on CD-ROM to help your charity or CASC run an effective Gift Aid scheme. The toolkit offers a beginner's guide to the Gift Aid scheme and provides a step-by-step guide to help you:
- apply to HMRC to make Gift Aid repayment claims
- understand the rules of the Gift Aid scheme
- fill in the Gift Aid repayment forms
- understand what records you need to keep
To order a free copy of the Gift Aid Toolkit or paper copies of R68 repayment claim forms simply send an email to HMRC.
In your email please include:
- the name of your charity or CASC
- your repayment reference number - if you have one
- your name and address including post code
Send an email request to HMRC Charities
You can expect to receive a copy of our Gift Aid Toolkit within ten days of sending us your email.
